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Tax Tips & News: state (2)

Delayed NY State Refunds Ready By August?

2 minutes read

NY State Says All Refunds By August

According to the New York State Department of Finance and Taxation, the remainder of all delayed refunds should be ready by “early August”:

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NY Will Issue Estate Tax Refunds To Gay Couples

2 minutes read

Cuomo: Estate Tax Refunds For Gay Couples

When NY State adopted same-sex marriage in 2011, the estate tax was also removed for legally wed couples.  But now, The NY State Supreme court has gone one step further and ruled to refund  estate taxes collected from any gay couple going as far back as tax year 2008:

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What Triggers An IRS Audit? (aka Desk Audit Tax)

5 minutes read

Avoid Audit Red Flags

Nothing brings on the cold sweats like an official letter from the Government; particularly the IRS. Like being pulled over by the police while driving, thoughts of everything you have ever done (or may have done) wrong begin to flood your mind. There are two different classes of IRS Audits: Correspondence Audits & Desk Audits.

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When To File An Amended Tax Return

4 minutes read

When Should I Amend?

By Jason Alderman

Not every interaction with the IRS must necessarily induce flop sweat.

Case in point: A few years ago a friend of mine decided his income taxes had become sufficiently complicated to merit hiring an accountant. After examining previous tax returns, the accountant discovered my friend had claimed the standard deduction for two years when he should have itemized expenses. He filed a couple of amended tax returns and voila – the IRS wrote him checks...

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